List of Flash News about semiconductor fabs
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2025-11-06 19:21 |
Sam Altman: OpenAI Targets $1.4 Trillion AI Infrastructure by 2033, Rejects Government Datacenter Guarantees and Plans AI Cloud Compute Sales
According to @sama, OpenAI does not seek or want government guarantees for its datacenters and supports governments building and owning their own AI infrastructure for public benefit. Source: Sam Altman on X, Nov 6, 2025. According to @sama, OpenAI expects to end the year above a $20 billion annualized revenue run rate, is evaluating about $1.4 trillion in infrastructure commitments over the next eight years, plans to directly sell AI cloud compute capacity to enterprises and individuals, and may raise additional equity or debt. Source: Sam Altman on X, Nov 6, 2025. According to @sama, discussions of government loan guarantees were limited to supporting U.S. semiconductor fab buildouts to secure an American chip supply chain and are distinct from any private-benefit datacenter financing. Source: Sam Altman on X, Nov 6, 2025. According to @sama, severe compute constraints are forcing rate limits and delaying features today, making under-provisioning a bigger risk than overbuild and requiring immediate large-scale investment timelines. Source: Sam Altman on X, Nov 6, 2025. According to @sama, the insurer-of-last-resort comment referred to catastrophic misuse risks and not to bailing out datacenter projects, and he reiterated that the market should handle failure if OpenAI gets it wrong; no cryptocurrencies, tokens, BTC, ETH, or blockchain initiatives were referenced. Source: Sam Altman on X, Nov 6, 2025. |